TPCW
TD Private Client Wealth’s KKR & Co KKR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.14M | Buy |
46,185
+4,379
| +10% | +$583K | 0.15% | 97 |
|
|
2025
Q1 | $4.83M | Buy |
41,806
+1,341
| +3% | +$155K | 0.13% | 114 |
|
|
2024
Q4 | $5.99M | Buy |
40,465
+2,178
| +6% | +$322K | 0.17% | 87 |
|
|
2024
Q3 | $5M | Buy |
38,287
+1,978
| +5% | +$258K | 0.14% | 110 |
|
|
2024
Q2 | $3.82M | Buy |
36,309
+2,687
| +8% | +$283K | 0.12% | 126 |
|
|
2024
Q1 | $3.38M | Buy |
33,622
+33,130
| +6,734% | +$3.33M | 0.11% | 147 |
|
|
2023
Q4 | $40.8K | Hold |
492
| – | – | ﹤0.01% | 840 |
|
|
2023
Q3 | $30.3K | Hold |
492
| – | – | ﹤0.01% | 868 |
|
|
2023
Q2 | $27.6K | Hold |
492
| – | – | ﹤0.01% | 898 |
|
|
2023
Q1 | $25.8K | Sell |
492
-22,729
| -98% | -$1.19M | ﹤0.01% | 898 |
|
|
2022
Q4 | $1.08M | Sell |
23,221
-6,581
| -22% | -$305K | 0.05% | 310 |
|
|
2022
Q3 | $1.28M | Buy |
29,802
+175
| +0.6% | +$7.53K | 0.07% | 266 |
|
|
2022
Q2 | $1.37M | Buy |
29,627
+2,885
| +11% | +$134K | 0.07% | 267 |
|
|
2022
Q1 | $1.56M | Buy |
26,742
+259
| +1% | +$15.1K | 0.07% | 269 |
|
|
2021
Q4 | $1.97M | Sell |
26,483
-13,742
| -34% | -$1.02M | 0.08% | 236 |
|
|
2021
Q3 | $2.45M | Buy |
40,225
+1,347
| +3% | +$82K | 0.1% | 193 |
|
|
2021
Q2 | $2.3M | Sell |
38,878
-1,912
| -5% | -$113K | 0.1% | 214 |
|
|
2021
Q1 | $1.99M | Sell |
40,790
-1,267
| -3% | -$61.9K | 0.09% | 225 |
|
|
2020
Q4 | $1.7M | Sell |
42,057
-1,778
| -4% | -$72K | 0.09% | 237 |
|
|
2020
Q3 | $1.51M | Sell |
43,835
-9,666
| -18% | -$332K | 0.08% | 236 |
|
|
2020
Q2 | $1.65M | Sell |
53,501
-10,352
| -16% | -$320K | 0.1% | 212 |
|
|
2020
Q1 | $1.5M | Sell |
63,853
-3,814
| -6% | -$89.5K | 0.11% | 180 |
|
|
2019
Q4 | $1.97M | Buy |
+67,667
| New | +$1.97M | 0.12% | 178 |
|